Previous provider transition: HealthEquity / WageWorks

Below are the standard steps a HealthEquity / WageWorks employer customer should follow to add a new administrator user with read-only access.

Add a Read-Only Administrator in HealthEquity / WageWorks

(1) Log in to the Employer Portal

(2) Navigate to User Management

From the main dashboard, go to: Administration → User Management

(sometimes labeled Manage Users or Employer Users, depending on the account configuration).

(3) Add a New User

Select Add User or Create New User.

Enter the New Administrator’s Details. Complete the required fields as follows:

Name: Mackenzie Richards
Title: Benefits Consultant
Company: Zen Benefits Consulting
Email: team@zenpretax.com
Phone: (516) 518-8620

Assign Role and Permissions

Select an Administrator or Employer Admin–type role.
Configure permissions to provide full read/view access only.
Ensure edit, change, or submission privileges (such as funding changes, employee updates, or plan configuration) are disabled, if granular permission controls are available.

Review and Save
- Review the information and permissions for accuracy, then click Save, Create User, or Invite.

(4) User Activation

The system will send an automated email to the new user with instructions to set up their login credentials and complete activation.

Notes

Permission labels and screens can vary slightly between HealthEquity and legacy WageWorks interfaces.
If the portal does not allow true read-only administrator roles, HealthEquity Support may need to assist in configuring the appropriate access level.
For third-party consultants, some accounts require explicit approval or a “consultant access” designation.